Elwood & Goetz Wealth Advisory Group’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $805K | Sell |
|
|||||
|
2025
Q2 | $843K | Buy |
|
|||||
|
2025
Q1 | $639K | Sell |
|
|||||
|
2024
Q4 | $742K | Buy |
|
|||||
|
2024
Q3 | $693K | Hold |
|
|||||
|
2024
Q2 | $675K | Sell |
|
|||||
|
2024
Q1 | $629K | Hold |
|
|||||
|
2023
Q4 | $568K | Hold |
|
|||||
|
2023
Q3 | $498K | Sell |
|
|||||
|
2023
Q2 | $529K | Hold |
|
|||||
|
2023
Q1 | $467K | Hold |
|
|||||
|
2022
Q4 | $399K | Sell |
|
|||||
|
2022
Q3 | $405K | Hold |
|
|||||
|
2022
Q2 | $422K | Sell |
|
|||||
|
2022
Q1 | $578K | Buy |
|
|||||
|
2021
Q4 | $626K | Sell |
|
|||||
|
2021
Q3 | $576K | Sell |
|
|||||
|
2021
Q2 | $577K | Hold |
|
|||||
|
2021
Q1 | $517K | Sell |
|
|||||
|
2020
Q4 | $510K | Buy |
|
|||||
|
2020
Q3 | $458K | Sell |
|
|||||
|
2020
Q2 | $419K | Hold |
|
|||||
|
2020
Q1 | $325K | Sell |
|
|||||
|
2019
Q4 | $381K | Sell |
|
|||||
|
2019
Q3 | $362K | Buy |
|
|||||
|
2019
Q2 | $341K | Buy |
|